Kim Bolton’s Top Picks November 5, 2025 - BNN Bloomberg
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3,163 articles tracked
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Article Excerpt
Kim Bolton, President & Portfolio Manager, Black Swan Dexteritas
Focus: Technology stocks
Top picks: Applied Materials, Panasonic, Tesla
MARKET OUTLOOK:
The question du jour is - Are stock markets overvalued, especially AI stocks?
The BSD team will answer this quandary through fundamental, technical, and capital flow lenses. Fundamentally, AI stocks are not overvalued if you believe, as we do. The AI ecosystem is discounting a new age of prosperity driven by big gains in productivity.
Technically, we are cautious because the S&P 500 and the Nasdaq are currently between two and three stan…
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